Alteri Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alteri Wealth’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Buy	20,190 +449	+2%	+$33.1K	0.42%	49
2026 Q1	$1.39M	Buy	19,741 +1,721	+10%	+$123K	0.45%	45
2025 Q4	$1.25M	Buy	18,020 +1,482	+9%	+$102K	0.41%	52
2025 Q3	$1.13M	Buy	16,538 +788	+5%	+$52.1K	0.39%	58
2025 Q2	$1.01M	Buy	15,750 +386	+3%	+$23.5K	0.39%	61
2025 Q1	$949K	Buy	15,364 +1,984	+15%	+$124K	0.42%	61
2024 Q4	$821K	Buy	+13,380	New	+$844K	0.23%	65

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Alteri Wealth's DGRO Position: Q2 2026 in Review

Alteri Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.3% in Q2 2026, buying an estimated $33.1K and bringing the position to 20,190 shares worth $1.53M. The position accounts for 0.42% of the portfolio, ranked #49.

Alteri Wealth first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Alteri Wealth held 20,190 shares of iShares Core Dividend Growth ETF worth $1.53M as of Q2 2026.
Alteri Wealth bought 449 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $33.1K.
iShares Core Dividend Growth ETF made up 0.42% of Alteri Wealth's portfolio in Q2 2026, its #49 holding.
Alteri Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.